Resources
Accounting
- Stuart Solomon, CPA - www.kbstm.com
- Kenneth F. Prager, CPA - KFPCPA@aol.com
- Bloomberg Online - www.bloomberg.com
- CNBC - www.cnbc.com
- Fidelity - www.fidelity.com
- Hoover's - www.hoovers.com
- Internal Revenue Service - www.irs.gov
- KBST&M, P.A. - www.kbstm.com
- Kipplinger - www.kiplinger.com
- Marketwatch - www.marketwatch.com
- Maryland Association of Certified Public Accountants - www.macpa.org
- Maryland Comptroller of the Treasury - www.marylandtaxes.com
- Maryland Tax Benefits for Seniors - http://individuals.marylandtaxes.com/seniors/default.asp
- Motley’s Fool - www.fool.com
- The Nasdaq Stock Market - www.nasdaq.com
- QuickBooks - www.quickbooks.com
- Quicken - www.quicken.com
- Quote.Com - www.quote.com
- Reuters - www.reuters.com
- Social Security Administration - www.ssa.gov
- The Wall Street Journal - www.wsj.com
- Yahoo Finance - finance.yahoo.com
- The 360 Degrees of Financial Literacy Web site offers general information for managing personal finances and does not recommend specific financial actions. For financial advice tailored to your situation, please contact an expert such as a CPA or a personal financial advisor. This web site includes the Roth IRA Conversion Calculator too.
www.360financialliteracy.org/Life%2BStages/
- Grandparents - Information Specifically for You!
www.collegesavingsmd.org/proud-grandparents.aspx
- Time for a Financial Check-Up
http://pfp.aicpa.org/Resources/Consumer+Content/Time+for+a+Financial+Check-Up/
- Tips for Seniors in Preparing their Taxes
www.irs.gov/individuals/retirees/article/0,,id=154021,00.html
- Life Events That May Have Tax Consequences for Seniors and Retirees
www.irs.gov/individuals/retirees/article/0,,id=183891,00.html
- Are Your Social Security Benefits Taxable?
www.irs.gov/newsroom/article/0,,id=179091,00.html
- Report of Foreign Bank and Financial Accounts (FBAR)
Do You Have a Foreign Financial Account?
www.irs.gov/businesses/small/article/0,,id=148849,00.html
Document Organization
Elder Law Services
- Valorie Leeb, CSA, Paralegal, Former Owner, Accent on Elder Law
Accent on Elder Law is now affilicated with Offit Kurman - www.accentonelderlaw.com
- www.socialsecurity.gov
- Maryland Veterans Commission, Federal Building, Room 110, 31 Hopkins Plaza, Baltimore, Maryland 21201
Government Resources
Estate Planning Services
Financial Services
Financial Calculators
- Calculate mortgage payments, auto loan payments, retirement savings, and more.
www.financialcouncil.com/Financial_Calculators.aspx
- Junior Achievement uses hands-on experiences to help young people understand the economics of life. In partnership with business and educators, Junior Achievement brings the real world to students, opening their minds to their potential.
www.ja.org
Funeral Services
LTC Insurance
- Jeffrey V. Merwin, CLU, RHU, Director of LTC Brokerage - www.capitolmetro.com
- A No-Nonsense Look at Long-Term Care and How to Pay for It" Sponsored by John Hancock and produced by Kiplinger's, this video provides an overview of long-term care and how long-term care insurance can help.
www.kiplinger.com/yourretirement/longterm/
Medical Care
Compare Nursing Homes
Non-Medical Care
Meals to go
Real Estate
Bonus Resources
- Children of Aging Parents: Nonprofit group that provides support and information, including members¹ quarterly newsletter, to caregivers of the elderly or chronically ill.
www.caps4caregivers.org - 800-227-7294
- Eldercare Locator: Sponsored by the US Administration on Aging. Specializes in putting caregivers in touch with resources in their own communities.
www.eldercare.gov - 800-677-1116
- National Family Caregiver Association: An activist organization that supports, educates, and represents those caring for chronically ill, aged, or disabled loved ones.
www.nfcarcares.org - 800-896-3650
- Aging with Dignity: Aging with Dignity is a national non-profit organization with a mission to affirm and safeguard the human dignity of individuals as they age and to promote better care for those near the end of life.
www.aginwithdignity.com - 1-888-594-7437
- Response Link - Baltimore (Personal Emergency Response Systems)
www.responselink.com
- VolunteerMatch brings thousands of good people and good causes together. Find a cause that needs your help and let your inner beauty shine. Nice feature you can enter your zip code, interest and availability.
www.volunteermatch.org
- Red Hat Society - "Welcome to the place where there is fun after fifty (and before) for women of all walks of life. We believe silliness is the comedy relief of life and, since we are all in it together, we might as well join red-gloved hands and go for the gusto together. Underneath the frivolity, we share a bond of affection, forged by common life experiences and a genuine enthusiasm for wherever life takes us next.
www.redhatsociety.com
- Over Fifties - Bulletin board and chat room for people over 50
www.overfifties.com
- Women in Our Sixties - meeting place for only women 60 or older
home.teleport.com/%7Elionne/sixty.html
- Virtual Volunteer opportunities let you volunteer from "virtually" anywhere -- so you can contribute your time and expertise without ever leaving your office or home.
www.volunteermatch.org/virtual/
- United Way provides links to the organizations supported by United Way that need volunteers
www.national.unitedway.org
- The Senior Corps is a national network of projects that place older volunteers in volunteer assignments in their communities.
www.joinseniorservice.org
- Action Without Borders "connects people, organizations and resources to help build a world where all people can live free and dignified lives.
www.idealist.org
- Big Brothers Big Sisters "mission is to help children reach their potential through professionally supported, one-to-one relationships with measurable impact.
www.bbbsa.org
- Cross-Cultural Solutions is a recognized leader in the international volunteer field, sending thousands of volunteers overseas every year.
www.crossculturalsolutions.org
- Experience Corps® offers new adventures in service for Americans over 55. Experience Corps works to solve serious social problems, beginning with literacy.
www.experiencecorps.org
- Global Volunteers facilitates short-term service opportunities on community development programs in host communities abroad. Global Volunteers mobilizes service-learning teams year-around to work in 18 countries on six continents.
www.globalvolunteers.org
- Habitat for Humanity International is a nonprofit, nondenominational Christian housing organization. Habitat for Humanity is at work in every state of the United States and in 100 other countries around the world.
www.habitat.org
- Real Age - is the biological age of your body, based on how well you maintain it.
www.realage.com
- Active Journeys specializes in organizing active holidays worldwide. Walking, cycling, rafting, sea kayaking and canoeing affords you the time to smell the fragrances, absorb the sights and sounds, all the while taking in the beauty of the country and wilderness around you.
www.activejourneys.com
- Grown Up Camps is the Internet's most comprehensive directory of traditional, sports and fantasy camps, recreational activities and educational vacations for the adult traveler.
www.grownupcamps.com
- 2 Young 2 Retire: help(s) you navigate the uncharted waters of longevity
www.2young2retire.com
- Senior Journal - Senior Citizens News and Information Daily on the Web
www.seniorjournal.com
- American Contract Bridge League promotes the fun and challenge of bridge and support educational and playing opportunities for bridge enthusiasts throughout North America.
http://www.acbl.org
- OK Bridge is the friendliest, best run online bridge club in the world. Play bridge anytime, anywhere.
www.okbridge.com
- ItsYourTurn.com offers a number of internet games for free. Games available include chess, backgammon, Jamble (a word game) checkers, Battleboats, Pente, Go, and Stack4. Over 60 different games and variations.
www.itsyourturn.com
- Senior Job Bank - 100% free to over- 50 Job Seekers
Completely confidential service matching job seekers over 50 with employers and good jobs.
www.seniorjobbank.com
- Job Hunters Bible (created by the author of What Color is Your Parachute)
www.jobhuntersbible.com
- Creative Retirement - a collection of articles, retirement tips, interesting places to visit, and fun things to do
www.creativeretirement.org
- The Sandwich Generation, those caught between their aging parents and young children, includes some 20 million Americans.
www.talkingeyesmedia.org/sandwichgeneration_film.php
Care Provider Resources
Scooters/Mobility/Power Chairs